Summit Wealth & Retirement Planning’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$533K	Hold	6,796	–	–	0.11%	65
2026 Q2	$548K	Hold	6,796	–	–	0.12%	64
2026 Q1	$488K	Hold	6,796	–	–	0.12%	63
2025 Q4	$493K	Hold	6,796	–	–	0.12%	61
2025 Q3	$499K	Hold	6,796	–	–	0.12%	57
2025 Q2	$475K	Hold	6,796	–	–	0.13%	56
2025 Q1	$439K	Hold	6,796	–	–	0.13%	48
2024 Q4	$449K	Hold	6,796	–	–	0.14%	47
2024 Q3	$448K	Hold	6,796	–	–	0.14%	44
2024 Q2	$411K	Hold	6,796	–	–	0.14%	46
2024 Q1	$425K	Hold	6,796	–	–	0.15%	42
2023 Q4	$395K	Hold	6,796	–	–	0.17%	37
2023 Q3	$354K	Sell	6,796 -84	-1%	-$4.61K	0.14%	43
2023 Q2	$379K	Buy	+6,880	New	+$361K	0.15%	44

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Summit Wealth & Retirement Planning's VO Position: Q3 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 6,796 shares worth $533K. The position accounts for 0.11% of the portfolio, ranked #65.

Summit Wealth & Retirement Planning first reported a position in VO in Q2 2023 and has held it in 14 quarters since. The position peaked at $548K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Summit Wealth & Retirement Planning held 6,796 shares of Vanguard Morningstar Mid-Cap ETF worth $533K as of Q3 2026.
Summit Wealth & Retirement Planning left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.11% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #65 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Summit Wealth & Retirement Planning's Vanguard Morningstar Mid-Cap ETF position peaked at $548K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.